Archive - MacroEdge

Weekly Macro Note: Bombs Away - What's Next & What are the Opportunities, Rally or Risk?

In this Weekly Macro Note - we discuss the latest escalations in the Middle East, talk about past and present Strait of Hormuz risks, review energy…

Jun 23 •

Midweek Macro Note: FOMC Wrap-up, Tariffs, Cooling Real Estate Cycle, Technicals, Energy, Vision Note, Gold/Silver

In this Midweek Macro Note we cover the FOMC wrap-up, tariffs - which have vaporized from the headlines, the cooling RE cycle, energy, tariffs, a Vision…

Jun 19 •

Weekly Macro Note: War Footings Remain, Previous Israel/Iran Conflicts, Don't Forget About 'Global' Macro, & 30 Years of Warm Drums Reaches…

In this Weekly Macro Note - we dive into the latest in the Israel/Iran conflict, discuss past Israel/Iran conflicts, cover other global macro to focus…

Jun 16 •

Redeye Macro Note: Geopolitical Tensions, Oil and Gas Impacts

In this Redeye Macro Note, we discuss the latest geopolitical tensions simmering between Israel & Iran, and talk about the oil and gas impacts delivered…

Jun 15 •

Midweek Macro Note: CPI Report, Geopolitical Tensions, WTI Movements, Vision Note

In this Midweek Macro Note - the team breaks down the CPI Report, discusses the new geopolitical tensions between Israel/Iran, talks about WTI…

Jun 12 •

Weekly Macro Note: Real Estate Trends, Homebuilding Equities, CPI Week, Vision Note, Bond Market, Oil, Gappapalooza, & More

In this 6/8 Weekly Macro Note -- the team dives into real estate trends, homebuilding equities, the CPI data ahead of us, opportunities in oil, action…

Jun 9 •

Redeye Macro Note: May Labor Market Report & Widening Oil Asymmetry

In this Redeye Macro Note - we discuss the May employment data in the May MacroEdge Employment Report - and also highlight widening oil asymmetry and…

Jun 8 •

Midweek Macro Note: Employment Friday, TOFU Trend Ahead?, Technicals, Earnings Review

In this Midweek Macro Note - our Chief Economist covers the employment Friday ahead, the potential for a TOFU - rather than TACO trend, technicals, and…

Jun 6 •

Weekly 6/1 Macro Note: May Employment Preview, Bottom for Inflation, Summer Vision Welcome, Nikkei, Defense, Robotics, AI, Power to the…

In this 'Welcome to Summer' Weekly Macro Note + Vision Investment Research report - the team dives into numerous sectors, opportunities for the rest of…

Jun 2 •

May 2025

Saturday Express Macro Note 'TACO to TOFU', BoJ's Katana, Macro Summer, & More

In this Saturday 'Express' Note - we talk about the TACO to TOFU pivot underway - the BoJ's Katana, first signs of weakness in tech names/crypto, other…

May 31 •

Midweek Macro Note: Nvidia Review, Tariffs Back On, a 'Macro' June, What's Ahead, Vision Note 'TACO' Goes Mainstream

In this Midweek Macro Note - the team breaks down the Nvidia earnings report, discusses the latest tariff litigation, highlights a 'Macro' June ahead…

May 30 •

5/27 Weekly Macro Note: Fiscal Pullbacks, Softening Macro, BBB the new PPP, Lessons from History

In this Weekly Memorial Day Macro Note - the team dives into the latest fiscal trends, looks at the 'Big Beatiful Bill', touches on historical lessons …

May 27 •

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